Sixty-one million people in the U.S. live with a disability; intergenerational planning for this population is critical.

The agency this week is sending letters to target 125,000 cases of taxpayers with incomes of more than $400,000 who didn’t file returns between the years 2017 and 2021.

Educate children to be proper stewards of the unique assets they will inherit.

There isn’t a way to make K-1s shorter or less complex. But advisors and clients can cut down on their workload by “bringing organization to the chaos of chasing down K-1s”, says Arch co-founder Ryan Eisenman.

You’ll need about 15% more than a year ago to join the richest tier of Americans, a report finds.

Fiduciaries should expect questions about CBDCs.

America boasts more than double the female billionaires than any other country.

Applying the Massachusetts law to real estate when your client is domiciled in another state.

As donors and their tax advisors report 2023 charitable gifts, they should ensure compliance with the substantiation requirements to avoid questions about, and possible disallowance of, their charitable deductions.

Still thinking of buying term and investing the difference?